YOUSIF CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1858789 · latest 13F-HR filed 2026-07-16

YOUSIF CAPITAL MANAGEMENT, LLC manages $8.94B in 13F-reported U.S. long-equity assets across 1,665 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.11%), AAPL (4.77%), MSFT (3.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 62 new positions, exited 255, added to 779, and trimmed 507.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
39533 WOODWARD AVE
SUITE 100
BLOOMFIELD HILLS, MI 48304
Phone
(248) 885-8786
Filing Manager
YOUSIF CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS, MI
Signatory
Michelle Dubey
Risk & Compliance Analyst
Loading holdings…
AUM

$8.94B

Long-equity book

Holdings

1,665

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+62 / −255 / ↑779 / ↓507

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Micron Technology Inc$92.5M +211.6%
  • Advanced Micro Devices Inc$58.7M +165.7%
  • Intel Corp$46.2M +178.8%
  • Applied Materials Inc$27.7M +93.9%
  • Alphabet Inc Cap Stock Cl A$26.6M +15.0%
Show all 779

Top Trims

  • State Street Spdr S&P 500 Etf-$25.8M -54.1%
  • Exxon Mobil Corp-$24.8M -26.3%
  • Microsoft Corp-$19.7M -6.7%
  • Chevron Corp-$14.3M -25.4%
  • Netflix Inc-$13.0M -30.8%
Show all 507

New Positions

  • Honeywell Intl Inc$7.3M
  • Honeywell Aerospace Inc$7.2M
  • Roku Inc Cl A$5.0M
  • Coeur Mining, Inc.$4.7M
  • Toast Inc Cl A$3.6M
Show all 62

Exited Positions

  • Honeywell Intl Inc$15.2M
  • Kb Finl Group Inc Sponsored Ad$3.8M
  • Cottera Energy Inc$2.9M
  • Carnival Corp$2.9M
  • Dupont De Nemours Inc$2.6M
Show all 255
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVidia Corp NVDA 67066G104 $457.0M 5.11% 2,284,028 SH
2 Apple Inc AAPL 037833100 $426.4M 4.77% 1,473,602 SH
3 Microsoft Corp MSFT 594918104 $275.4M 3.08% 738,401 SH
4 Amazon.Com Inc AMZN 023135106 $230.5M 2.58% 967,285 SH
5 Alphabet Inc Cap Stock Cl A GOOGL 02079K305 $203.7M 2.28% 570,085 SH
6 Broadcom Inc AVGO 11135F101 $171.5M 1.92% 453,874 SH
7 Alphabet Inc Cap Stock Cl C GOOG 02079K107 $163.1M 1.83% 461,693 SH
8 Micron Technology Inc MU 595112103 $136.1M 1.52% 117,948 SH
9 Meta Platforms Inc META 30303M102 $125.3M 1.40% 222,514 SH
10 Tesla Inc TSLA 88160R101 $117.8M 1.32% 280,084 SH
11 Berkshire Hathaway Inc Cl B BRK.B 084670702 $98.7M 1.10% 197,284 SH
12 JPMorgan Chase & Co JPM 46625H100 $96.1M 1.08% 293,651 SH
13 Advanced Micro Devices Inc AMD 007903107 $94.2M 1.05% 162,118 SH
14 Lilly Eli & Co LLY 532457108 $81.4M 0.91% 67,889 SH
15 Intel Corp INTC 458140100 $72.1M 0.81% 516,348 SH
16 Exxon Mobil Corp XOM 30231G102 $69.5M 0.78% 508,081 SH
17 Johnson & Johnson JNJ 478160104 $68.4M 0.77% 269,311 SH
18 Caterpillar Inc CAT 149123101 $66.6M 0.75% 62,531 SH
19 Ishares Msci Taiwan Etf EWT 46434G772 $59.6M 0.67% 548,372 SH
20 Visa Inc Cl A V 92826C839 $57.5M 0.64% 167,487 SH
21 Applied Materials Inc AMAT 038222105 $57.1M 0.64% 79,018 SH
22 Lam Research Corp New LRCX 512807306 $53.6M 0.60% 123,703 SH
23 Cisco Systems Inc CSCO 17275R102 $52.3M 0.59% 445,349 SH
24 Abbvie Inc ABBV 00287Y109 $50.9M 0.57% 202,369 SH
25 Wal-Mart Inc WMT 931142103 $47.9M 0.54% 422,536 SH
26 Ishares Msci Sth Kor Etf EWY 464286772 $47.7M 0.53% 236,159 SH
27 Costco Wholesale Corp COST 22160K105 $45.2M 0.51% 48,367 SH
28 Schwab Capital Trust Total Sto 808509756 $42.8M 0.48% 2,350,476 SH
29 Bank America Corp BAC 060505104 $42.1M 0.47% 738,216 SH
30 Chevron Corp CVX 166764100 $42.0M 0.47% 253,328 SH
31 General Electric Company GE 369604301 $41.3M 0.46% 110,432 SH
32 Mastercard Inc Cl A MA 57636Q104 $41.1M 0.46% 80,030 SH
33 Kla Corporation KLAC 482480100 $40.0M 0.45% 132,526 SH
34 Procter & Gamble Co PG 742718109 $39.7M 0.44% 270,440 SH
35 Home Depot Inc HD 437076102 $37.4M 0.42% 106,171 SH
36 Unitedhealth Group Inc UNH 91324P102 $35.2M 0.39% 84,606 SH
37 Intl Business Machines IBM 459200101 $34.9M 0.39% 124,172 SH
38 Linde PLC LIN G54950103 $33.6M 0.38% 64,716 SH
39 Goldman Sachs Group Inc GS 38141G104 $32.6M 0.36% 32,190 SH
40 Coca-Cola Co KO 191216100 $32.2M 0.36% 395,713 SH
41 Sandisk Corp SNDK 80004C200 $31.0M 0.35% 13,619 SH
42 GE Vernova Inc GEV 36828A101 $30.6M 0.34% 26,059 SH
43 Netflix Inc NFLX 64110L106 $29.3M 0.33% 409,720 SH
44 Merck & Co Inc MRK 58933Y105 $29.0M 0.33% 226,047 SH
45 Wells Fargo Co WFC 949746101 $28.9M 0.32% 349,488 SH
46 Texas Instruments Inc TXN 882508104 $28.2M 0.32% 94,447 SH
47 Citigroup Inc C 172967424 $27.5M 0.31% 196,365 SH
48 Morgan Stanley MS 617446448 $27.3M 0.31% 130,397 SH
49 Nextera Energy Inc NEE 65339F101 $26.1M 0.29% 297,562 SH
50 Ishares Msci Eafe Etf EFA 464287465 $25.6M 0.29% 246,051 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $8.94B 1,665 0001858789-26-000004
2026-03-31 2026-04-24 $8.52B 1,858 0001858789-26-000003
2025-12-31 2026-01-21 $9.12B 1,877 0001858789-26-000001